The Test-Cricket Investing of @ppfasltd | Neil Parikh & Rajeev Thakker | MF Chronicles |
The hardest part of investing isn’t earning returns. It’s staying in the game. This episode of #MFChronicles features two leaders who have quietly built one of India’s most respected long-term investing journeys - Neil Parikh and Rajeev Thakkar of Parag Parikh Mutual Fund @ppfasltd . In this episode, we discuss: • Why “not losing money” matters more than chasing returns • How they invested when markets fell nearly 40% during Covid • Building a long-term institution without corporate backing • The Swiss Army knife approach to portfolio construction • Managing investor behaviour through communication and exit loads • Active vs passive investing in a growing market • Why underperformance is sometimes the price of discipline • How fintech and SIPs are reshaping investor behaviour • The role of global diversification in reducing risk • Why thinking in decades changes everything Neil and Rajeev also share rare insights on building trust without noise, growing without marketing hype, and choosing process over popularity. For me, this was a reminder that real success doesn’t announce itself. It compounds quietly through patience, clarity, and conviction. If you believe in playing the long game, staying at the crease, and letting time do the heavy lifting, this episode is for you. Watch the full episode to understand how great investing begins with survival - and grows through discipline. —----------------—----------------—---------------- —----------------—----------------—---------------- Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva ---------------------------------------------------------------------- 📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable. -------------------------------------------------------------------- Chapters: 00:00 Presented By 00:03 Episode Trailer 01:51 Disclaimer Note 01:54 Show Introduction 03:24 Early Powerplay 07:01 Swiss Army Knife Concept 08:40 Early days of MF 09:09 PPFAS Memories 09:23 Core Ideology 11:22 Investing Style 15:01 Demonetisation Impact 19:24 Entrepreneurial Mindset 20:26 Survival Phase 25:16 Mutual Fund Sahi Hai Campaign 28:22 Investor Behaviour 34:30 Digital Distribution 37:22 Key Data 39:25 Passive Investing 45:00 Covid Impact 48:45 Communication Shift 53:49 Distributor Strategy 57:54 Global Allocation 1:03:56 Student QnA 1:04:07 Legacy & Gold 1:08:10 Gold Bubble 1:10:43 Portfolio Flexibility 1:14:21 GDP vs Markets 1:16:58 Closing Thoughts 1:18:01 End Credits ---------------------------------------------------------------------- Team behind MF Chronicles: Special Thanks to Team CIMR Marketed by Team BlueQuill (Parminder Panesar) Production by Kya Dekhte Ho • Executive Producer: Sumit Pande and Ayush Singh • DOP: Swapnil Petare • Video Editor: Sonu, Zenith and Piyush • Audio Editor: Vishnu Rajeev • Thumbnail by: Faizan Mansuri [MFChronicles,MutualFundSahiHai,ParagParikhMutualFund,NeilParikh,RajeevThakkar,MutualFundIndia,InvestorAwarenessIndia,SIPCultureIndia,FinancialLiteracyIndia,WealthBuildingIndia,IndianInvesting,MutualFundEducation,MainstreamInvesting,PersonalFinanceIndia,FinancePodcastIndia,LongTermInvestingIndia,IndianStockMarket,InvestmentMindsetIndia,WealthCreationIndia,FinancialGrowthIndia]

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